Michael
Addessi

Commonwealth Financial Network

CRD#5821524
Investment Advisor
in Lutz, FL

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About this Advisor

Michael Addessi is a financial advisor based out of Lutz, Florida, with a total of 9 years of industry experience. Addessi is on the advisory team at Commonwealth Financial Network. During their career, the advisor has held roles at Appius Wealth Management, Commonwealth Financial Network and Addessi Financial Partners. Addessi holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Commonwealth Financial Network is a registered investment company headquartered in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 people on staff. It controls $146 billion in total assets among its 585,629 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 2,108 charitable organizations. Of its 585,629 client accounts, just 4% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually vary depending on which service is provided. However, fee types charged by Commonwealth Financial Network can be comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

16524 Pointe Village Drive Suite 200
Lutz, FL 33558

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

FL Average: $16,012,751,954
Total Number of Employees

4,300

FL Average: 118
Total Number of Accounts

585,629

FL Average: 4,567
Average Account Size

$249,965

FL Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Michael Addessi Work History

Michael has been registered as a financial advisor for 9 years.*

2015 - Present (9 years)

Commonwealth Financial Network

2015 - Present (9 years)

Addessi Financial Partners

2012 - 2015 (3 years)

Appius Wealth Management

2012 - 2015 (3 years)

Commonwealth Financial Network

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Addessi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Alex Rusinowitz
Garden City, NY
Samuel Rich
Waltham, MA
Tyler Price
Kennewick, WA
Mark Kutzke
Rochester, MN
Jason Wright
Saint George, UT
Stephen Cefalu
Jacksonville, FL
Sean Roche
Waltham, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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